Brad Mcrae Ii

Brad Mcrae Ii Email and Phone Number

Principal- Financial Planning Capabilities @ Edward Jones
St. Louis, MO, US
Brad Mcrae Ii's Location
St Louis, Missouri, United States, United States
Brad Mcrae Ii's Contact Details

Brad Mcrae Ii work email

Brad Mcrae Ii personal email

n/a
About Brad Mcrae Ii

► HOW I LEAD: I value and foster collaboration, continuous growth, and motivation among my teams with a balance of pushing and pulling. I press those with relative clarity about their objectives and strengths to be aspirational and stay engaged. For others who are often overlooked, I find opportunities to help them bolster their hidden talents and step into the spotlight. ►WHAT I'M KNOWN FOR: I've been described as an engaging and thoughtful active listener, servant leader, and strong public speaker. I enjoy reshaping and presenting complex topics and concepts in a way that any audience can understand and support. I'm commended for my humility and am frequently asked for guidance on improving team communications by C-level leaders to present to their teams on building innovation and courage into their leadership styles. ► MY IMPACT: I lead a matrixed team to create high-quality scalable systems and tools that enable our branches across all 50 states and Canada to provide human-led, digitally enabled client Discovery. Through various systems, tools, and training, we equip our advisors to offer superior experiences to Edward Jones's seven million clients.For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

Brad Mcrae Ii's Current Company Details
Edward Jones

Edward Jones

View
Principal- Financial Planning Capabilities
St. Louis, MO, US
Website:
edwardjones.com
Employees:
44495
Brad Mcrae Ii Work Experience Details
  • Edward Jones
    Principal- Financial Planning Capabilities
    Edward Jones
    St. Louis, Mo, Us
  • Edward Jones
    General Partner- Discovery, Financial Planning Capabilities
    Edward Jones Jan 2023 - Present
    St Louis, Missouri, United States
    I provide data-driven thought leadership, tools advocacy, training, and development resources to establish and champion a set of gold-standard Discovery protocols across our U.S. branch teams. My team is in charge of integrating systems and tools that improve the branch and client experience; we also track and measure the resulting business outcomes to keep improving. Our learning program content was the most viewed and widely used elective content for Edward Jones advisors and client team support members in 2023-24, with over 200,000 views. This is how we make a difference for our seven million North American clients.
  • Edward Jones
    General Partner & Regional Leader
    Edward Jones Oct 2020 - Dec 2022
    Cary, North Carolina
    In a dual role as regional manager and financial advisor, I support strategic direction, executive relations, branch operations, investment client service, and talent management. As the direct manager of two branch office administrators and the regional performance of ~60 branches across five metro communities, I foster an inclusive workplace culture and regularly advise senior leadership on DEI and human resources initiatives.
  • Edward Jones
    Financial Advisor
    Edward Jones Dec 2010 - Dec 2022
    Cary Nc
    I continue to build and sustain a wealth management practice with 250+ client households by individually assess their financial needs, income, expenses, assets, short- and long-term objectives, and risk tolerance.
  • Suntrust Banks
    Financial Service Representative
    Suntrust Banks Apr 2008 - Aug 2010
    As the sole financial services representative in a branch with well over $25M AUC, I cultivated responsive customer relationships, supported sales and new business development, and assisted management in analysis and strategic initiatives.

Brad Mcrae Ii Skills

Estate Consideration And Legacy Strategies Portfolio Review Strategic Planning Asset Allocation Financial Analysis Portfolio Strategies Life Insurance Wealth Stategies Retirement Planning Asset Strategies Leadership Management Risk Assessment

Brad Mcrae Ii Education Details

  • North Carolina Central University
    North Carolina Central University
    Marketing/Marketing Management, General

Frequently Asked Questions about Brad Mcrae Ii

What company does Brad Mcrae Ii work for?

Brad Mcrae Ii works for Edward Jones

What is Brad Mcrae Ii's role at the current company?

Brad Mcrae Ii's current role is Principal- Financial Planning Capabilities.

What is Brad Mcrae Ii's email address?

Brad Mcrae Ii's email address is br****@****nes.com

What schools did Brad Mcrae Ii attend?

Brad Mcrae Ii attended North Carolina Central University.

What are some of Brad Mcrae Ii's interests?

Brad Mcrae Ii has interest in Skiing, Coaching, Cycling, Golfing, Fishing.

What skills is Brad Mcrae Ii known for?

Brad Mcrae Ii has skills like Estate Consideration And Legacy Strategies, Portfolio Review, Strategic Planning, Asset Allocation, Financial Analysis, Portfolio Strategies, Life Insurance, Wealth Stategies, Retirement Planning, Asset Strategies, Leadership, Management.

Who are Brad Mcrae Ii's colleagues?

Brad Mcrae Ii's colleagues are Jeffers Jeffers, Kristen Packebush, Steve Carani, Klinton Kennedy, Tim Solon, Sandeepthi Balumuri, Don Weber.

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